Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
2,487
2
HNWI
46.8%
2,288
3
Pension Plans
1.5%
71
4
Corporations
0.7%
34
5
Charitable
0.2%
11
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.5Bas of April 3, 2026
Discretionary93.4%
$6.0B
93% of total RAUM93.4%
Non-discretionary6.6%
$424M
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.5B
Total Accounts4,894
10Y AUM Change+$6.0B (+1277.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees170
Clients per Employee29:1
10Y Employee Change+154 (+962.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.